Appointments - Team List
WHAT ARE TEAM LISTS?
Team Lists are a feature within Cadence that allow users to create and manage curated lists of customers (HCPs/KOLs) they plan to meet with at an event.
Team Lists streamline the traditional Excel-based planning process and allow users to define Planning Details prior to creating proposed appointments.
CURRENT FUNCTIONALITY
Team Lists currently allow users to:
- The ability to create a Customer List with custom details (As long as "For Customer List Use" is checked off under Appointment Custom Fields at Admin level) including but not limited to:
- Geography
- Therapy Area
- Agenda Topic
- Edit planning details only on the Customer's Information within a Team List
- Import Customer Lists from Excel
- Create proposed Appointments from customized Team Lists
- Team List planning details will override any Appointment Template utilized
- Share lists with specific organizers
- Subscribe to Team List Notifications
- Ability to enable Email Notifications when Customers are added or removed from a given List
SETTING UP PLANNING DETAILS (ADMIN)
Before creating a Team List, Planning Detail fields must first be configured at the Admin level.
To configure Planning Details:
Navigate to Admin.
Select Appointments.
Go to Custom Fields.
When creating or editing a Custom Field, ensure “For Customer List Use” is checked.
This step is mandatory.Only Custom Fields marked For Customer List Use will appear within Team Lists.
CREATING A TEAM LIST
To create a Team List:
Navigate to Customer Lists on the Front End
Select Create List.
Enter a List Name and optional Description.
Save the list.
Once created, you may:
- Edit the list.
- Delete the list.
- Copy Share URL.
- Manage sharing settings.
- Subscribe to notifications.
Team Lists can be shared with specific users.
- Only the List Owner can share the list with additional users.
- Users must be granted access in order to view the list.
- Copy Share URL will only work for users who already have visibility.
You may also notify users when sharing the list.
Users may subscribe to notifications for a Team List.
When enabled, notifications will be sent if:
- A customer is added to the list.
- A customer is removed from the list.
Adding Customers to a Team List
There are two ways to add customers:
- Select Add Customer
- Use the + (Plus) icon
To add Existing Customers, search and select customers already in the master database.
To add New Customers, enter required information including Email address.
After adding the customer, select Next to define Planning Details.
Planning Details are defined at the customer level within the Team List.
These may include:
- Objective
- Indication / Therapy Area
- Geography
- Agenda Topic
- Other Custom Fields enabled for Customer List Use
Planning Details can be edited at any time by selecting Edit Planning Details.
The list view will display:
- Customer Name
- Objective
- Date Added
- Custom Planning Fields
KEY LIMITATIONS AND CHALLENGES
Several significant limitations have been identified:
- Required Fields: Planning Details fields cannot be marked as required in Team Lists, even if they're required when creating appointments
COMMON WORKFLOWS
- Team lists can be created from imported Excel data with customer information including institution, city, state, therapy area, country, etc.
NEW IMPROVEMENTS
There is now a message to inform users which fields will not carry over when importing a customer list from a different event and updated logic so that importing from the same event now correctly carries over all supported fields and values.